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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Lynn Condon is an investment advisor representative registered in the state of North Carolina. Kathryn Lynn Condon has been in the financial services industry since 2020. Kathryn Lynn Condon is currently registered with Fidelity Personal And Workplace Advisors. Kathryn Lynn Condon specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and pension plans. Kathryn Lynn Condon's previous experience includes working at Wells Fargo Clearing Services, LLC. Kathryn Lynn Condon holds the Series 63, Series 66, Series 7, and SIE licenses. Kathryn Lynn Condon is a graduate of Winthrop University.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
09/16/2021 - Present
Fidelity Personal AND Workplace Advisors (MATTHEWS NC)
NC
08/21/2020 - 05/19/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 09/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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